YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$3.66M
2
+$2.56M
3
+$2.14M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.55M 0.38%
82,570
-305
77
$3.49M 0.37%
6,805
-1,042
78
$3.38M 0.36%
61,810
-3,222
79
$3.26M 0.35%
161,114
-2,464
80
$3.2M 0.34%
77,589
+5,213
81
$3.2M 0.34%
40,601
-464
82
$3.17M 0.34%
72,619
-1,964
83
$3.13M 0.33%
66,941
+24,325
84
$3.11M 0.33%
213,140
-24,730
85
$3M 0.32%
22,350
+434
86
$2.99M 0.32%
40,066
-1,123
87
$2.94M 0.31%
23,298
-1,724
88
$2.93M 0.31%
30,325
-5,305
89
$2.87M 0.31%
42,987
-324
90
$2.83M 0.3%
11,507
+214
91
$2.67M 0.28%
56,033
-158
92
$2.5M 0.27%
43,906
+9,639
93
$2.24M 0.24%
21,456
-30
94
$2.24M 0.24%
11,696
+549
95
$2.22M 0.24%
10,527
+8,052
96
$2.21M 0.24%
53,276
-846
97
$2.19M 0.23%
92,652
-1,650
98
$2.16M 0.23%
10,407
+391
99
$2.08M 0.22%
27,712
-1,812
100
$2.07M 0.22%
70,030
-70,700
2 3
4
5 6